Prompt + CRM Note Generator

Turn messy deal notes into sales-ready prompts in 30 seconds.

For founders, SDRs and account managers who live in HubSpot, Zoho, and Pipedrive. Describe what just happened in the deal, and get:

  • ✅ A reply you can paste into email / LinkedIn / WhatsApp
  • ✅ A clean CRM note in 2–3 lines
  • ✅ A clear follow-up task with date & reason

100% free · Works with ChatGPT, Gemini, Claude, Perplexity

Step 1 · Deal context

Under 60 seconds

Step 2 · Paste this into your AI

Works with ChatGPT, Gemini, Claude, Perplexity, etc. Tip: save your favourite prompts in a “Sales OS” doc or Notion page.

Sample AI output (what “good” looks like)

1) Reply to prospect (email)

Hi Priya,

Thanks again for taking the time today. I completely understand that budgets are frozen until April. To make that conversation easier when budgets reopen, I’ve attached a one-page summary of how our platform can remove manual reporting for your team and free up ~15–20 hours/month.

Would it be helpful if I also prepared a version you can share internally with finance?

Best,
Rohan

2) CRM note

30-min discovery with Priya (CTO, 200-person SaaS). Strong product fit; main blocker is budget freeze until April. Agreed to send 1-page ROI summary and finance-friendly version for internal sharing.

3) Follow-up task

“On Mon 8th April, follow up with Priya to confirm if budget discussion is scheduled. Reference ROI summary and ask if finance needs any additional numbers.”

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